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DFSVX vs NDVCX
DFSVX vs NDVCX Comparison
Open Charts DFSVX vs NDVCX
DFA US Small Cap Value I
Price$41.99
Change-$0.15 (-0.36%)
VolumeN/A
Net Assets13.97B
MFS New Discovery Value C
Price$14.75
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets2.65B
DFSVX vs NDVCX Comparison Chart
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DFSVX vs. NDVCX commentary
Apr 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a Buy and NDVCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14B vs. NDVCX (2.65B). DFSVX pays higher dividends than NDVCX: DFSVX (1.65) vs NDVCX (0.86). DFSVX was incepted earlier than NDVCX: DFSVX (32 years) vs NDVCX (14 years). NDVCX (1.95) is less costly to investors than DFSVX (0.31). NDVCX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NDVCX: DFSVX (0) vs NDVCX (1000). DFSVX annual gain was more profitable for investors over the last year : -4.92 vs. NDVCX (-7.62). DFSVX return over 5 years is better than : 100.47 vs. NDVCX (37.59).
| DFSVX | NDVCX | DFSVX / NDVCX | |
| Total Expense Ratio | 0.31 | 1.94 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.95 | 16% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -13.105 | -10.930 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14B | 2.65B | 529% |
| Annual Yield % from dividends | 1.65 | 0.86 | 193% |
| Returns for 1 year | -4.92 | -7.62 | 65% |
| Returns for 3 years | 6.19 | -13.77 | -45% |
| Returns for 5 years | 100.47 | 37.59 | 267% |
| Returns for 10 years | 22.30 | 14.21 | 157% |
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